A detailed history of Clarus Wealth Advisors transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Clarus Wealth Advisors holds 10,237 shares of FIXD stock, worth $444,183. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,237
Previous 10,107 1.29%
Holding current value
$444,183
Previous $450,000 0.89%
% of portfolio
0.25%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$43.25 - $44.65 $5,622 - $5,804
130 Added 1.29%
10,237 $446,000
Q4 2023

Jan 22, 2024

BUY
$40.92 - $44.8 $19,477 - $21,324
476 Added 4.94%
10,107 $450,000
Q2 2023

Jul 10, 2023

SELL
$44.02 - $45.59 $9,156 - $9,482
-208 Reduced 2.11%
9,631 $425,000
Q1 2023

Apr 10, 2023

BUY
$43.57 - $45.9 $428,685 - $451,610
9,839 New
9,839 $443,000
Q3 2019

Oct 11, 2019

SELL
$51.56 - $53.21 $15,468 - $15,963
-300 Closed
0 $0
Q2 2019

Jul 24, 2019

SELL
$50.24 - $51.79 $11,555 - $11,911
-230 Reduced 43.4%
300 $16,000
Q4 2018

Feb 05, 2019

SELL
$48.4 - $49.34 $3,388 - $3,453
-70 Reduced 11.67%
530 $26,000
Q4 2018

Jan 08, 2019

BUY
$48.4 - $49.34 $29,040 - $29,604
600 New
600 $29,000
Q4 2018

Jan 07, 2019

SELL
$48.4 - $49.34 $29,040 - $29,604
-600 Closed
0 $0
Q3 2018

Oct 03, 2018

BUY
$48.82 - $49.62 $29,292 - $29,772
600 New
600 $29,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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